Product FAQ

Frequently Asked Question on how to use Sortd and/or use certain features

How does email tracking work?
When you compose or reply to an email, you’ll notice an icon next to the Send button that looks like this:   Enabling / Disabling   To track emails...
Tue, 5 Jun, 2018 at 4:40 PM
How do I enable Email Sharing?
BETA FEATURE IN TESTING- What is shared email? Shared Email is a powerful Sortd feature that allows you and your team to naturally manage: Email c...
Mon, 17 Aug, 2020 at 1:19 PM
How does the mobile Add-on work?
The mobile Add-on enables you to add tasks and emails to your existing boards/lists right from within the Gmail mobile app. This Add-on is the compa...
Thu, 18 Apr, 2019 at 2:10 PM
Shared Email - More info?
BETA FEATURE IN TESTING- What is shared email? Shared Email is a powerful Sortd feature that allows you and your team to naturally manage: Em...
Fri, 1 Mar, 2019 at 11:23 AM
How to set up Sortd on a shared Team mailbox
A Step by Step guide If you and your team log into a shared mailbox (info@..., sales@..., support@... ) to manage incoming requests, you'll know th...
Mon, 6 Apr, 2020 at 11:18 AM
How do I add/drag multiple emails to a list?
It's currently only possible to add multiple emails to a Sortd board from the standard Gmail interface. Here's how it works... Select the emails...
Wed, 11 Mar, 2020 at 7:21 PM
How do I change the currency of a Sales Board and on Sales Reports?
Sortd provides multi-currency functionality on a board level.  Changing the currency will update the currency on the deal screen, on the cards and in the Sa...
Wed, 3 Jun, 2020 at 10:15 AM